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APPROACH

An approach designed for the entrepreneur

Whether your business is B2C or B2B, we understand it is all human-to-human at the end of the day. We put people first and tailor our approach to the entrepreneur.

The process of business transition

We follow a clear and intentional approach so that we can move quickly, reduce ambiguity, and be able to tailor the process to meet your personal and professional needs. This process can typically take 3-6 months, but we can be flexible to move more swiftly depending on the situation

1. Introduction
We hold initial meeting to learn about the business, the motivations for selling and align on objectives.
2. Pre-LOI
Prior to a letter of intent (LOI), we exchange high-level business, personal and financial information.
3. LOI
A non-binding letter of intent (LOI) is shared that outlines the major deal terms including purchase price and deal structure.
4. Due Diligence
Staged confirmatory due diligence is performed to verify historical financials and key business items.
5. Close
We sign the negotiated purchase agreement and the close of the transaction with key third parties.
6. Post-Close
We complete the hand-off and transition of business, with attention paid to minimizing the impact to employees and customers.

Our commitments to you

We understand the effort that went into building your business and that selling your business represents a stressful undertaking. Our goal is to do everything we can to reduce uncertainty and make the following commitments:

  1. Confidentiality – We commit to maximum confidentiality and minimum disruption to the business.
  2. Transparent Process – From first meeting to our letter of intent (LOI), diligence, and closing we commit to a clear and transparent process, over communicating from start to finish to avoid wasting anyone’s time.
  3. Flexible Deal Structure – We aim to structure the transaction to best meet your personal and professional needs.
  4. Committed Capital – Our team of investors and lenders are committed to having capital ready to be deployed, enabling a rapid due diligence period and speedy closing process.
  5. Experienced Advisors – Our business and transaction advisors have decades of experience in deal-making and operations in our target industries to support an expedient transaction close and smooth operational transition.
  6. Post-Transaction Commitment – We are not a private equity firm, so you will not be one of many companies in a portfolio. Your business will have our full dedication and employees will be valued as the critical assets they are.